Purchases and Sales Made in Q3 2023 in Exxon Mobil Corp (XOM)
This table provides information about the institutional ownership of Exxon Mobil Corp (XOM) during Q3 2023. The information is specifically focused on institutions that hold shares of EXXON MOBIL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1+ 0.04% |
$101 - $120
|
2.25K
$253K
|
|
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
BUY
|
- |
1+ 0.02% |
$101 - $120
|
5.32K
$597K
|
|
|
Oct 31, 2023
Q3 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
1+ 0.01% |
$101 - $120
|
17.6K
$1.98M
|
|
|
Nov 01, 2023
Q3 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
1+ 0.0% |
$101 - $120
|
33.3K
$3.74M
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1+ 0.01% |
$101 - $120
|
10.8K
$1.21M
|
|
|
Nov 06, 2023
Q3 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1+ 0.03% |
$101 - $120
|
3.8K
$427K
|
|
|
Nov 07, 2023
Q3 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.05% |
$101 - $120
|
1.9K
$213K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Equity Management
|
BUY
|
- |
1+ 0.05% |
$101 - $120
|
2K
$225K
|
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
1+ 0.01% |
$101 - $120
|
7.41K
$832K
|
|
|
Nov 13, 2023
Q3 2023
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
1+ 0.01% |
$101 - $120
|
7.78K
$873K
|
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.02% |
$101 - $120
|
4.18K
$469K
|
|
|
Nov 14, 2023
Q3 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
1+ 0.03% |
$101 - $120
|
3.94K
$443K
|
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1+ 0.0% |
$101 - $120
|
24.1K
$2.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
1+ 0.01% |
$101 - $120
|
15.7K
$1.76M
|
|
|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1+ 1.96% |
$101 - $120
|
52
$5.84K
|
|
|
Oct 10, 2023
Q3 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-1- 0.01% |
$101 - $120
|
7.79K
$875K
|
|
|
Oct 16, 2023
Q3 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$101 - $120
|
6.12K
$687K
|
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-1- 0.03% |
$101 - $120
|
3.33K
$374K
|
|
|
Oct 30, 2023
Q3 2023
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-1- 0.01% |
$101 - $120
|
10.5K
$1.18M
|
|
|
Nov 07, 2023
Q3 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$101 - $120
|
5.92K
$665K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-2- 1.07% |
$202 - $240
|
185
$20.8K
|
|
|
Oct 11, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.02% |
$202 - $240
|
13.2K
$1.49M
|
|
|
Oct 25, 2023
Q3 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-3- 0.02% |
$303 - $361
|
16.1K
$1.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3- 0.01% |
$303 - $361
|
29.7K
$3.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-4- 0.17% |
$404 - $481
|
2.35K
$263K
|
|
|
Nov 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-4- 0.16% |
$404 - $481
|
2.57K
$289K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-5- 0.09% |
$505 - $601
|
5.44K
$611K
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-6- 0.07% |
$606 - $721
|
9.02K
$1.01M
|
|
|
Oct 18, 2023
Q3 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-6- 0.07% |
$606 - $721
|
8.48K
$952K
|
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-6- 0.11% |
$606 - $721
|
5.22K
$586K
|
|
|
Nov 03, 2023
Q3 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-6- 0.18% |
$606 - $721
|
3.27K
$367K
|
|
|
Nov 03, 2023
Q3 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-6- 0.32% |
$606 - $721
|
1.89K
$212K
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-7- 0.05% |
$706 - $841
|
13.5K
$1.51M
|
|
|
Oct 10, 2023
Q3 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-8- 0.04% |
$807 - $962
|
21.6K
$2.43M
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-8- 0.04% |
$807 - $962
|
19.5K
$2.19M
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-8- 0.03% |
$807 - $962
|
25.3K
$2.84M
|
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-9- 0.23% |
$908 - $1.08K
|
3.92K
$440K
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-9- 0.07% |
$908 - $1.08K
|
12.2K
$1.37M
|
|
|
Oct 10, 2023
Q3 2023
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-10- 0.05% |
$1.01K - $1.2K
|
20.1K
$2.26M
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-10- 0.31% |
$1.01K - $1.2K
|
3.19K
$359K
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-10- 0.53% |
$1.01K - $1.2K
|
1.89K
$212K
|
|
|
Oct 19, 2023
Q3 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-10- 0.02% |
$1.01K - $1.2K
|
56.3K
$6.33M
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-10- 0.15% |
$1.01K - $1.2K
|
6.76K
$759K
|
|
|
Nov 03, 2023
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-10- 0.05% |
$1.01K - $1.2K
|
20.3K
$2.28M
|
|
|
Nov 07, 2023
Q3 2023
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-10- 0.19% |
$1.01K - $1.2K
|
5.32K
$598K
|
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-10- 0.05% |
$1.01K - $1.2K
|
20.3K
$2.28M
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-11- 0.11% |
$1.11K - $1.32K
|
9.71K
$1.09M
|
|
|
Nov 02, 2023
Q3 2023
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-11- 0.15% |
$1.11K - $1.32K
|
7.42K
$834K
|
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-12- 1.99% |
$1.21K - $1.44K
|
590
$66.3K
|
|
|
Oct 12, 2023
Q3 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-13- 0.14% |
$1.31K - $1.56K
|
9.33K
$1.05M
|